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jpc0480
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Member since ‎Sep 2, 2019
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Jason Collins

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ZaneMc on February 18, 2020
I understand there are a few ideas being floated on this particular topic but I wanted to "flesh out" the functionality of potential contracts and agreements within HubSpot. Firstly, in terms of contract management, we have historically used read more
23 upvotes
10 Replies
Participant
August 03, 2021
I support this! It would be super helpful for our sales team, even if just a few tweaks were made to the quoting tool so we could hide products and s...read more
Solved
jpc0480 on October 02, 2020
Parents act as an umbrella to all child companies. The child is repsonsible for all revenue generated. We are trying to figure out how a child can make a sale (deal) and then have this revenue be reported for the parent? Any help appreciate read more
2 upvotes
4 Replies
Member | Diamond Partner
August 11, 2021
Hi @Josh - love this report, great way to get to an important metric. I was wondering, have you tried this with multiple layers orparent hierarchi...read more
dscalisi on May 23, 2018
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
88 upvotes
35 Replies
Contributor
March 15, 2022
very helpful, took me a few times to understand BUT the token is meant to be left blank so the rep could add text in the terms field... i think i got...read more
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
486 upvotes
128 Replies
Member
May 23, 2022
I just saw the update about the ability to use the CRM API to create and update Quotes. What's the relation of this new feature with the ability t...read more
adamperri5 on August 21, 2019
Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more
45 upvotes
24 Replies
HubSpot Product Team
June 14, 2021
Hey everyone - I wanted to let you know that I'll be rolling this feature out over the course of week. Right now it's available in 33% of portals, bu...read more
jpc0480 on June 26, 2020
We have some products where we agree with the client to a reduced rate for a fixed period of time (trial). After the fixed period, the product becomes full price. Would like to see where you can use 1 product with 2 different prices, one price read more
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